Monetary Matters with Jack Farley
Jack Farley interviews the very best financial minds about macro, markets, and monetary matters. Follow Jack on Twitter @JackFarley96.
Notable Guests
Episodes (299)
“Potemkin Village of Credit” | BankRegData’s Bill Moreland on Banks’ Loan Modifi...
Monetary Matters with Jack Farley
Breaking Down Powell’s Jackson Hole Speech, September Rate Cut Odds, and Chinese...
Monetary Matters with Jack Farley
The Golden Age of Fundamental Commodities Trading with Tor Svelland of Svelland...
Monetary Matters with Jack Farley
Biggest Trade Shock Since Civil War | Douglas Irwin on Trump’s “Bigger Than Smoo...
Monetary Matters with Jack Farley
Wall Street is Crushing Main Street: Juxtaposing Market Strength with Economic S...
Monetary Matters with Jack Farley
The ETFization of Private Credit | Leland Clemons on Fixed Income Flows, ETF Mec...
Monetary Matters with Jack Farley
Waiting For The Fat Pitch | “Recession Denier” Jonny Matthews on Real Slowdown I...
Monetary Matters with Jack Farley
Deep Engagement: A Banking Approach to Classical Value Investing | Donald Zilkha...
Monetary Matters with Jack Farley
The Speculation Phase Begins | Michael Howell on Liquidity Cycle, China, Fiscal...
Monetary Matters with Jack Farley
Beyond the Fed | Jack & Max on FOMC, GDP, Earnings & Tariffs
Monetary Matters with Jack Farley
Optimizing the Investment Business for Long-term Results | David Steinberg of Ma...
Monetary Matters with Jack Farley
A US Sovereign Debt Crisis is Bullish for the Dollar | Brent Johnson
Monetary Matters with Jack Farley
Navigating the Non-Investment Grade Landscape In A High Tariff World | Oaktree’s...
Monetary Matters with Jack Farley
SPACs Are Booming but Are We Back in Bubble Territory? | Louis Camhi of RLH Capi...
Monetary Matters with Jack Farley
Bitcoin Calls Are Cheap, Equity Puts Are Rich | Dean Curnutt on TACO, Variance D...
Monetary Matters with Jack Farley
Top Hedge Funds Are Hiding and It’s Warping Return Data | Jon Caplis of PivotalP...
Monetary Matters with Jack Farley
The 5th Inning | Citrini on Phase II of AI, Semis, Robotics, Healthcare, and Ter...
Monetary Matters with Jack Farley
The Case For Tariffs | Oren Cass on Why Globalization Has Mostly Been Bad, And T...
Monetary Matters with Jack Farley
The Market Has Moved from Deflation to Debasement | Warren Pies
Monetary Matters with Jack Farley
The Double Dip Recession | Danielle DiMartino Booth’s Take on Job Market, Credit...
Monetary Matters with Jack Farley
Bull Markets' Tumultuous Third Year | Sam Stovall on Earnings Expectations, Sect...
Monetary Matters with Jack Farley
Is Leverage the Solution to America’s Retirement Crisis? | Abdul Al-Asaad of Bas...
Monetary Matters with Jack Farley
Gold’s Time To Shine | Joseph Cavatoni on Central Bank Bullion Purchases, Permit...
Monetary Matters with Jack Farley
The Healthcare Sector Job Growth is Propping Up the US Economy (For Now) | Eric...
Monetary Matters with Jack Farley
The Window of Vulnerability | Tian Yang on Global Imbalances, the Dollar, Growth...
Monetary Matters with Jack Farley
Fed Scared of Inflation Resurgence | Jack Farley & Max Wiethe
Monetary Matters with Jack Farley
Equity Market Strength is Masking a Recession | Mike Green
Monetary Matters with Jack Farley
The Fed Will Choose Inflation Over Recession | Vincent Deluard
Monetary Matters with Jack Farley
Capacity Constrained by Design: The 25-Year-Old Building Niche Multi-Manager Hed...
Monetary Matters with Jack Farley
Trade Policy Isn't Driving China’s Trade Surplus | Matthew Klein
Monetary Matters with Jack Farley
“The Dollar Gets Annihilated” | Julian Brigden & Jonny Matthews on Fiscal Domina...
Monetary Matters with Jack Farley
What Investors Are Overlooking in AI & Semis | Val Zlatev
Monetary Matters with Jack Farley
Soaring US Debt Burden & The Global Market Reset | Gerard Minack
Monetary Matters with Jack Farley
American Exceptionalism was a Fiscal Facade | Marko Papic
Monetary Matters with Jack Farley
Patient Value Investing and America’s Industrial Advantage | Bob Robotti
Monetary Matters with Jack Farley
Regime of Uncertainty | Steve Hanke on Money Supply Shock, Tariff and Current Ac...
Monetary Matters with Jack Farley
Economic Policy To The Fore | Jason Furman on Deregulation, Tax Cuts, Tariffs, a...
Monetary Matters with Jack Farley
Fiscal Decay, EM Parallels, and What’s Next for the Dollar | Nicolás Dujovne
Monetary Matters with Jack Farley
The Holy Grail of Macro | Prometheus Macro’s Aahan Menon on Why Tariffs Won’t Ca...
Monetary Matters with Jack Farley
Is Private Credit a Systemic Risk? (A Regulator’s View) | Fabio Natalucci
Monetary Matters with Jack Farley
The Fed and The Flu | David Kotok on How Pandemics Transform Economies and Marke...
Monetary Matters with Jack Farley
Milton Berg: “Overwhelming” Evidence of Bullish Action In Stock Market
Monetary Matters with Jack Farley
Ken Rogoff on Past, Present, and Future of U.S. Dollar Hegemony
Monetary Matters with Jack Farley
The Global Trade Reset Was Inevitable | George Magnus
Monetary Matters with Jack Farley
Wait & See | Jack & Max on May Fed Meeting, Shipping Volumes, China Stimulus, an...
Monetary Matters with Jack Farley
Getting Ready For A Protracted Bear Market | Last Bear Standing
Monetary Matters with Jack Farley
End of Free Trade Era Should Not Spook Long-Term Investors | Kara Murphy
Monetary Matters with Jack Farley
How Hedge Funds Have Managed Market Turmoil with Jack and Max
Monetary Matters with Jack Farley
Opportunities In Agricultural Commodities | Teucrium's Sal Gilbertie on Grain St...
Monetary Matters with Jack Farley
The Financial Sector Prepares for Recession | Marc Rubinstein
Monetary Matters with Jack Farley